At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Dynamic UK advice firm with ambitious growth plans and strong support.
- Benefits: Competitive salary, bonuses, and flexible working options.
- Other info: Strong operational support and clear pathway to six-figure earnings.
- Why this job: Join a supportive team and grow your earnings while helping clients succeed.
- Qualifications: 3-5 years as a regulated Financial Advisor with Level 4 Diploma.
The predicted salary is between 60000 - 80000 £ per year.
This is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning function. The business is actively acquiring client books, meaning your role is centred on servicing, retaining and growing existing relationships rather than heavy self generation. You will operate as a trusted advisor, delivering holistic regulated advice across pensions, investments and protection, with the infrastructure in place to allow you to manage a substantial recurring income book efficiently. This role offers clear earning progression as your recurring income grows, with regular salary recalibration to reflect performance.
Key highlights of the role include:
- Competitive base salary with structured increases linked to recurring income
- Immediate access to an allocated client bank from acquisitions
- Additional bonuses on initial fees and self generated clients
- Clear pathway to six figure earnings
- Strong operational, paraplanning and client service support
Requirements:
- Essential experience as a regulated Financial Advisor with 3 to 5 plus years post qualification history
- Essential Level 4 Diploma in Financial Planning or equivalent
- Essential experience advising on pensions and investments
- Desirable experience inheriting or servicing existing client banks
- Desirable experience using modern adviser platforms and CRMs
The company is a well established UK advice firm with ambitious growth plans, significant acquisition funding and a reputation for investing heavily in people, technology and long term adviser careers.
Benefits:
- Base salary typically £60,000 to £80,000 with progression beyond this
- Realistic first year total earnings exceeding £100,000
- Bonuses on initial fees and additional rewards for self generated clients
- Home based or hybrid working depending on location
- Strong administrative and paraplanning support
Location: Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region.
If you are seeking long term earnings growth, security and genuine support, apply today to discuss this opportunity in confidence.
Experienced Financial Advisor in Birmingham employer: Premier Jobs UK
Join a dynamic and rapidly growing advice firm that prioritises your professional development and client relationships. With a competitive salary structure, strong operational support, and a clear pathway to significant earnings, this role offers an exceptional opportunity for Experienced Financial Advisors in the East Midlands region. Embrace a work culture that values long-term success and invests in your career growth while enjoying the flexibility of home-based or hybrid working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor in Birmingham
✨Network Like a Pro
Get out there and connect with other financial advisors and industry professionals. Attend networking events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info about job openings.
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and success stories. Share how you've helped clients grow their investments or navigate complex pension plans. This will position you as a trusted advisor they want on their team.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and your thoughts on market trends. This not only showcases your knowledge but also keeps you on the radar of recruiters and firms looking for experienced advisors. Plus, it’s a great way to engage with your network!
✨Apply Directly Through Our Website
Don’t forget to check out our website for the latest job openings. Applying directly can sometimes give you an edge, as it shows your enthusiasm for the role. Plus, we’re always on the lookout for talented advisors like you!
We think you need these skills to ace Experienced Financial Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a Financial Advisor. Focus on your achievements in advising on pensions and investments, and don’t forget to mention any client banks you've inherited or serviced.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for building long-term client relationships and how you can contribute to our growth plans.
Showcase Your Qualifications:Don’t forget to clearly list your Level 4 Diploma in Financial Planning or equivalent. We want to see that you meet the essential requirements right from the start!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As an Experienced Financial Advisor, you’ll want to brush up on your financial metrics and performance indicators. Be ready to discuss your past achievements in terms of client retention rates, growth in assets under management, and any relevant KPIs that showcase your success.
✨Showcase Your Client Relationship Skills
This role is all about building long-term relationships, so come prepared with examples of how you've successfully managed and grown client relationships in the past. Highlight specific strategies you’ve used to retain clients and enhance their experience.
✨Understand the Company’s Vision
Do your homework on the firm’s growth plans and values. Be ready to explain how your experience aligns with their goals, especially regarding their focus on acquiring client books and providing holistic advice across pensions and investments.
✨Prepare Questions That Matter
Interviews are a two-way street! Prepare insightful questions that demonstrate your interest in the company’s support structure and how they facilitate advisor success. Ask about their paraplanning support and how they help advisors grow their recurring income.
